Top divorce financial planning financial advisors in Conway, AR

Kevin Leach is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in property management and commercial real estate through his ownership interests in Leach Properties LLC and Leach Crum and Deal Investments LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Willam Campbell is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Raymond James Financial and also serves as President and 50% owner of Campbell Wealth Management. His prior experience includes over a decade at Wells Fargo Advisors and related entities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports both individual and institutional advisory programs.

Lisa Lovell is a financial advisor with Edward Jones in Conway, Arkansas, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1981. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary strategies with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Thomas Hall is a financial advisor with LPL Financial based in Conway, AR. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Cetera Investment Services and Regions Bank. Outside of his advisory work, Hall serves in the Air National Guard in Little Rock, AR. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including model portfolios and retirement plan consulting.

Chad Roller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His prior work includes roles at LPL Financial, GenWealth Financial Advisors, ProEquities, Inc., and Gordon Financial. He also provides financial planning and investment advisory services through GenWealth Financial Advisors, an independent investment advisor firm. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using both discretionary and non-discretionary portfolio management strategies, leveraging multiple analytical approaches and technology platforms.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.